Hoxton Wealth USA LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hoxton Wealth offers investment management and financial planning services. They specialize in assisting UK expatriates in the US with managing their UK pension assets. They also provide services to US citizens and expatriates with US investment accounts. Services include pension transfer assistance, investment management, and financial planning. Hoxton Wealth works with independent contractors who collaborate with a network of professionals to provide tailored financial advice.

Assets Under Management$470M
Clients920
Advisors33
Avg. per Client$510K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:$25K

Hoxton Wealth charges a fee for managing your investments. The fee is up to 1.75% per year, depending on the amount you invest, the attention required, and the work involved. This fee is billed monthly or quarterly. There is also a one-time onboarding fee for new international investment management clients, ranging from $500 to $1000, to cover account setup and administrative costs.

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Location

33 Advisors at this firm

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